The answer to this question is long. It took me 352 pages to
answer it in the newly released book.
It depends on your capital, background, personal cash flow,
contacts, centers of influence... I'd be willing to spend a few minutes on
the phone with you sometime next week to get you in the right direction if you
are interested.
John P. Napolitano, CFP®
Chairman and CEO
U. S. Wealth Management,
LLC
139 Wood Road
Braintree, MA 02184
jnap@uswealthcompanies.com
T (781) 849-9200 x239
F (781) 849-0677
Registered representative offering securities
through U.S. Wealth Advisors, LLC. (USWA), a registered broker-dealer
and member FINRA/SIPC
Investment advisory services offered
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advisor.
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LLC.
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The presentation was great for an experienced advisor, yet some of it a
repeat of what I have heard within the industry. My question that was not
addressed (and may have been lost in transit), is Where should a new person with
the financial background including the financial planning, but no clients or
investment management experience begin in order to build this dream
business? What type of environment - independents branch with OSJ,
corporation where he/she pays much of the expenses (office rent, E&O and a
portion of marketing), support another independent advisor and hope to
find time to build own client base, etc?
